REalloys (NASDAQ: ALOY) is assembling the only non-Chinese supply chain for a component powering nearly everything the modern economy runs on — but one that almost nobody outside the industry pays attention to. A single F-35 carries roughly 435 kilograms of these materials. MRI machines need them to power today's medical imaging. They’re in the guidance systems on missiles, the haptic feedback in your phone, the motors inside surgical robots, and the cooling systems that keep data centers running. Today, the rare earth magnet market…

Japan’s heavy dependence on imported energy is being put through a real-time stress test. The crisis triggered by the war in Iran and the effective closure of the Strait of Hormuz has exposed the structural vulnerabilities in one of the world’s largest energy importers. With roughly 90% of its crude oil sourced from the Middle East, Tokyo has already moved to release around 80 million barrels from its strategic petroleum reserves – equivalent to roughly 26 days of domestic oil demand. This should be sufficient to stabilize the…

Every time energy prices spike, nuclear power makes a comeback in the debate. The argument is familiar. If Europe had more nuclear, it would be insulated from volatile gas markets. Prices would be stable. External shocks—from Hormuz to Ukraine—would matter less. There is truth in that. But only up to a point. And crucially, only under very specific conditions that are often ignored. Nuclear Works, If You Already Have It France is the obvious example. With a large nuclear fleet forming the backbone of its electricity system, France has…

The worst energy crisis in history is sending ripples across global markets, and optimism is in short supply. IEA’s chief said the current crisis is worse than all previous ones put together. JP Morgan analysts warned Asia is going to be hit the hardest, although other analysts see Europe as suffering the most from the fallout. And yet it seems the seriousness of the situation has yet to sink in. The European Central Bank’s president, Christine Lagarde, said in a recent interview with The Economist that the risks stemming from the U.S.…

For the third time in four years, Europe is waking up to discover that it has sleepwalked into yet another energy crisis." When Russia illegally invaded Ukraine in February of 2022, Europe was caught in an extremely compromised position, as it was dependent on Russian producers for 40 percent of its natural gas. When energy sanctions were slapped on the Kremlin, the impact on European energy markets was dire, with many families plunging into energy poverty. In the years since that crisis, European leaders have made efforts to diversify their energy…